Ascend is a modern platform for entrepreneurial CPA firms to stay independent while growing together. We provide capital, resources, and a PeopleFirst support team to fuel talent, technology, and mergers – empowering hundreds of new firm owners and the next generation of accounting leaders.
Current is a national partnership of premier accounting and advisory firms, combining local leadership and entrepreneurial autonomy with national resources, technology, and scale. Founded by Jake Sloane and Frank Zhang and backed by Thrive Holdings, Current supports 30+ firms with enterprise-level services, global delivery, and AI-driven innovation.
Intapp is the governed AI platform for professional firms in highly regulated industries. Intapp’s vertically tailored agentic solutions are built for the specialized workflows, complex relationship networks, and professional compliance requirements of accounting, consulting, investment banking, law, private capital, and real assets firms. By applying Firm AI to core processes and data, Intapp helps partners, dealmakers, and advisors drive firm growth, manage compliance, and improve profitability. Learn why the world’s top firms trust Intapp’s industry-specific enterprise solutions at intapp.com.
Helping you unlock the firm you always wanted.
And it all starts with a firm-wide operating system, a central hub for everything from proposals to payments to modern innovations like AI and whatever else will make your firm’s work easier. Which is precisely what Canopy is.
Intuit Accountants is dedicated to empowering accounting professionals by saving time, expanding their practice, and making significant impacts on their clients’ lives. Our dynamic range of QuickBooks and Professional Tax products offers adaptable solutions tailored to meet firms specific needs, ensuring optimal productivity with each new day
About Levenfeld Pearlstein, LLC:
Levenfeld Pearlstein, LLC provides legal and business counsel to sophisticated clients across a broad range of corporate, tax, real estate, financing, restructuring, estate planning, employment, intellectual property, and litigation matters. LP works with clients to understand the full impact of the law on their businesses and proactively addresses their legal issues so that they can quickly return to doing what they do best. While the firm possesses the resources and depth necessary to manage the most complex matters most efficiently and cost-effectively possible, it truly differentiates itself through its commitment to “The LP Way”. Unique among law firms, the LP Way is the firm’s model for creating an exceptional client experience.
Visit our website at www.lplegal.com, and follow us on LinkedIn and on X at @lplegal.
Prosperity Partners (“Prosperity”) is a Chicago-headquartered public accounting firm offering best-in-class tax, accounting, and personal finance services to dynamic businesses, high net-worth individuals, and family offices. With offices throughout the United States, we are growing a people-focused public accounting firm with a strong culture, talented professionals and great clients.
Since 2002, we’ve been delivering purpose-built solutions for accounting professionals and their connected clients. Our focus has been clear: To help the profession continually progress by providing secure, advanced and easy-to-use solutions and services – and all with dedicated, expert support.
Indianapolis-based Oak Street Funding, a First Financial Bank company, provides commercial financing for Certified Public Accountants. We provide capital to assist with acquisition, succession, and more. We are a direct, non-SBA lender and handle everything in house. Our cash flow analysis and industry knowledge align to meet the growing demand.
Lotis Blue helps professional services firms build stronger connections between strategy, leadership, talent, and organizational performance. With deep expertise in data and behavioral science, we deliver insight-driven solutions tailored to the unique operating, growth, and leadership challenges firms face.
America’s leading writer of innovative insurance programs.
McGowan Program Administrators (MPA) is America’s leading writer of innovative insurance programs. MPA is a Managing General Underwriter and Program Manager. MPA designs, administers and markets highly-specialized programs of insurance. These programs are available exclusively through MPA. They are offered on “A” Rated, Admitted Paper and are available in all 50 states.
As early as the mid-1950s, we recognized the power of specialization and began writing commercial affinity business. Since that time, and catapulted by the Federal Liability Risk Retention Act of 1986, we transformed ourselves from a large regional retailer into one of the country’s first Program Managers. For the past 6 decades, we have dedicated ourselves to program business. Our philosophy has always been to deliver products to our brokers which allow them to distinguish themselves from their competition, from both a pricing and coverage perspective. At the same time, we have delivered extraordinary long-term profitability to our carriers. Satisfying the dual objectives of our brokers and carriers has made us an extremely-stable platform, which is a rare commodity in the insurance industry.
MPA is one of The McGowan Companies (TMC); a family-controlled, conglomerate of insurance and financial service companies.
Thomson Reuters empowers tax, accounting, and audit professionals with trusted content, workflow automation, and advanced AI. Our software helps firms stay confident in a changing world and deliver maximum client value. With industry-leading brands like UltraTax CS, GoSystem Tax RS, SurePrep, Cloud Audit Suite, CoCounsel, Practice Forward, and SafeSend, Thomson Reuters provides the intelligence, technology, and expertise needed to succeed.
Windsor Path combines the resources of a national platform with a commitment to local autonomy – empowering member firms to accelerate growth, invest in their people, and expand their capabilities while preserving the identity and independence their clients and teams value most.
Accordance is the Frontier AI platform for tax, audit, and CPA teams. Purpose-built for high-stakes tax and accounting work, it probes fact patterns, applies authoritative sources, and transparently documents assumptions, alternatives, and risk factors, accelerating everyone’s journey to top performer.
Fieldguide is the leader in purpose-built, enterprise-ready AI for Audit and Advisory, focused on transforming professional services through innovative AI solutions. The company’s end-to-end engagement platform bridges innovation across firms and aggregates AI best practices, enabling audit and advisory practitioners to deliver superior work, enhance client experiences, and unlock growth for the next decade.